Experienced CPA for Wealth Management Firm
2 weeks ago
Company: McAdams Group, LLC
Job Type: Full-time, Seasonal
About Us:
At McAdams Group, LLC, we are a premier wealth management firm focused on assisting families in achieving financial security and stability. Our dedicated team is committed to delivering exceptional service with integrity and a client-first approach.
Position Overview:
We are in search of a proficient and knowledgeable Certified Public Accountant (CPA) to join our organization on a permanent seasonal basis. In this role, you will be integral in maintaining the accuracy and compliance of financial documentation, tax strategies, and wealth management solutions for our clientele.
Key Responsibilities:
- Tax Strategy and Compliance:
- Engage with clients to comprehend their financial objectives and devise tax-efficient solutions.
- Prepare and evaluate tax returns, ensuring adherence to applicable regulations.
- Remain informed about updates in tax legislation to offer precise and timely guidance.
- Financial Evaluation:
- Examine financial statements and reports to pinpoint opportunities for enhancement and efficiency.
- Deliver insights and recommendations to clients regarding wealth management strategies.
- Client Engagement:
- Establish and nurture robust relationships with clients, recognizing their financial aspirations and requirements.
- Effectively communicate complex financial concepts and strategies in a straightforward manner.
- Team Collaboration:
- Collaborate closely with fellow team members, including financial advisors and investment specialists, to provide holistic wealth management solutions.
- Participate in team discussions and share knowledge to elevate overall service quality.
- Must possess a Certified Public Accountant (CPA) designation with a minimum of 5 years of relevant experience.
- Demonstrated expertise in tax strategy and compliance, ideally within a wealth management or financial advisory context.
- Strong grasp of financial markets, investment methodologies, and wealth management principles.
- Exceptional communication abilities, both written and verbal.
- Detail-oriented with a strong commitment to accuracy and regulatory compliance.
- Competitive compensation based on experience.
- A collaborative and dynamic work atmosphere.
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